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Oracle

2,299 hedge funds and large institutions have $94B invested in Oracle in 2022 Q4 according to their latest regulatory filings, with 321 funds opening new positions, 747 increasing their positions, 905 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

269% more first-time investments, than exits

New positions opened: 321 | Existing positions closed: 87

81% more funds holding in top 10

Funds holding in top 10: 3767 (+30)

37% more capital invested

Capital invested by funds: $68.8B → $94B (+$25.2B)

9% more funds holding

Funds holding: 2,1042,299 (+195)

4% more call options, than puts

Call options by funds: $1.85B | Put options by funds: $1.79B

0.72% more ownership

Funds ownership: 41.86%42.58% (+0.72%)

17% less repeat investments, than reductions

Existing positions increased: 747 | Existing positions reduced: 905

Holders
2,299
Holders Change
+195
Holders Change %
+9.27%
% of All Funds
36.96%
Holding in Top 10
67
Holding in Top 10 Change
+30
Holding in Top 10 Change %
+81.08%
% of All Funds
1.08%
New
321
Increased
747
Reduced
905
Closed
87
Calls
$1.85B
Puts
$1.79B
Net Calls
+$64.1M
Net Calls Change
-$185M
Name Holding Trade Value Shares
Change
Change in
Stake
FFL
2101
Financial Freedom LLC
Ohio
$154K +$144K +1,889 New
DCM
2102
Dupont Capital Management
Delaware
$153K -$150K -1,979 -51%
TFGT
2103
TS Financial Group (TSFG)
Illinois
$151K
ZIG
2104
Zullo Investment Group
Pennsylvania
$148K -$4.1K -54 -3%
WFA
2105
West Financial Advisors
Iowa
$147K -$38K -500 -22%
JGIA
2106
Jackson Grant Investment Advisers
Connecticut
$147K
CSWM
2107
Cassady Schiller Wealth Management
Ohio
$146K +$136K +1,790 New
LWCFA
2108
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$146K -$77.3K -1,017 -36%
CA
2109
Corrado Advisors
New Jersey
$145K +$135K +1,775 New
HCP
2110
Hexagon Capital Partners
Arkansas
$145K -$7.07K -93 -5%
KFP
2111
KB Financial Partners
New Jersey
$143K
CAC
2112
Core Alternative Capital
Georgia
$141K -$159K -2,086 -55%
TH
2113
TCTC Holdings
Texas
$141K
BCP
2114
Blue Chip Partners
Michigan
$139K -$98.7K -1,299 -43%
TC
2115
Tacita Capital
Ontario, Canada
$139K
HWMA
2116
Heritage Wealth Management (Arizona)
Arizona
$139K +$68.9K +906 +114%
SWM
2117
Sugarloaf Wealth Management
Georgia
$137K +$76 +1 +0.1%
EI
2118
Ellevest Inc
New York
$134K +$34K +448 +38%
NHT
2119
New Hampshire Trust
New Hampshire
$132K +$123K +1,614 New
YDMI
2120
Y.D. More Investments
Israel
$131K +$123K +1,612 New
MSCM
2121
McElhenny Sheffield Capital Management
Texas
$130K +$119K +1,569 New
AWM
2122
Atticus Wealth Management
Florida
$130K -$8.36K -110 -6%
MRCM
2123
M&R Capital Management
New Jersey
$129K
WIM
2124
Westside Investment Management
California
$127K +$53K +697 +5%
PAI
2125
Pittenger & Anderson Inc
Nebraska
$125K -$15.2K -200 -12%

ORCL Hedge Fund Activity: Q4 2022 in Review

2,299 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Oracle (ORCL) for Q4 2022, worth a combined $94B — up 37% from $68.8B a quarter earlier.

Buyers outnumbered sellers: 321 funds opened new ORCL positions and 87 closed out — a net gain of 234 holders — while 747 added to existing stakes and 905 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $625M. The largest seller was First Eagle Investment Management, cutting an estimated $396M.

  • 2,299 institutional investors held Oracle (ORCL) as of Q4 2022, up from 2,104 in Q3 2022.
  • Funds reported $94B of Oracle stock for Q4 2022, up 37% quarter-over-quarter.
  • 321 funds opened new Oracle positions in Q4 2022 and 87 closed out, a net change of +234 holders.
  • The largest Oracle buyer in Q4 2022 was JP Morgan Chase, an estimated $625M added.
  • The largest Oracle seller in Q4 2022 was First Eagle Investment Management, an estimated $396M sold.

Based on aggregated 13F filings for Q4 2022.